CFA
X
Carroll Financial Associates’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3K | Sell |
145
-246
| -63% | -$5.09K | ﹤0.01% | 1459 |
|
|
2021
Q3 | $8K | Hold |
391
| – | – | ﹤0.01% | 1289 |
|
|
2021
Q2 | $9K | Sell |
391
-297
| -43% | -$6.84K | ﹤0.01% | 1329 |
|
|
2021
Q1 | $18K | Buy |
688
+543
| +374% | +$14.2K | ﹤0.01% | 1067 |
|
|
2020
Q4 | $2K | Sell |
145
-100
| -41% | -$1.38K | ﹤0.01% | 1417 |
|
|
2020
Q3 | $1K | Buy |
245
+100
| +69% | +$408 | ﹤0.01% | 1455 |
|
|
2020
Q2 | $1K | Hold |
145
| – | – | ﹤0.01% | 1475 |
|
|
2020
Q1 | $0 | Hold |
145
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q4 | $1K | Hold |
145
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q3 | $1K | Sell |
145
-34
| -19% | -$234 | ﹤0.01% | 1469 |
|
|
2019
Q2 | $2K | Buy |
179
+145
| +426% | +$1.62K | ﹤0.01% | 1398 |
|
|
2019
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 1530 |
|
|
2018
Q4 | $0 | Hold |
34
| – | – | ﹤0.01% | 1413 |
|
|
2018
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q1 | $1K | Sell |
34
-56
| -62% | -$1.65K | ﹤0.01% | 1231 |
|
|
2017
Q4 | $3K | Buy |
90
+56
| +165% | +$1.87K | ﹤0.01% | 1104 |
|
|
2017
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1265 |
|
|
2017
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 1232 |
|
|
2016
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1238 |
|
|
2016
Q1 | $0 | Buy |
+34
| New | – | ﹤0.01% | 1241 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$14K | – | 961 |
|
|
2014
Q1 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 475 |
|
|
2013
Q4 | – | Sell |
-500
| Closed | -$10K | – | 908 |
|
|
2013
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 526 |
|